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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,717 | $138,385+0.2% | $184,243-24.7% | $80,925+71.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.82% | 20.02%+1.8pp | 28.82%-7.0pp | 35.65%-13.8pp |
| Employer contribution / active EE | $7,678 | $4,851+58.3% | $6,427+19.5% | $2,756+178.6% |
| Participant deferral / active EE | $26,979 | $7,075+281.3% | $9,132+195.4% | $4,299+527.6% |
| Admin fee / account holder | $8,923 | $10,489-14.9% | $13,914-35.9% | $6,940+28.6% |